Matthew Benjamin Terry
Investment adviser representative at Horizon Investments LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Quasar Distributors, LLCJul 2021 to now
- Horizon Investments LLCJun 2021 to now
- Foreside Financial Services, LLCAug 2018 to Jun 2021
- Northern Lights Distributors, LLCDec 2017 to Mar 2018
- Symmetry Partners, LLCOct 2017 to Jun 2021
- UnemployedApr 2017 to Sep 2017
- BNY MellonJul 2015 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Horizon Investments LLC
$8.5BAssets managed
1,467Clients
27Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4686572
- Firm CRD
- 109552